Phoenix Wealth Advisors’s Philip Morris PM Stock Holding History

Phoenix Wealth Advisors’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$443K	Hold	2,679	–	–	0.18%	92
2025 Q4	$430K	Buy	2,679 +828	+45%	+$128K	0.17%	91
2025 Q3	$300K	Hold	1,851	–	–	0.12%	107
2025 Q2	$337K	Hold	1,851	–	–	0.14%	97
2025 Q1	$294K	Sell	1,851 -50	-3%	-$7.08K	0.13%	99
2024 Q4	$229K	Buy	+1,901	New	+$240K	0.1%	111
2021 Q4	–	Sell	-482	Closed	-$46K	–	296
2021 Q3	$46K	Hold	482	–	–	0.03%	199
2021 Q2	$48K	Hold	482	–	–	0.03%	191
2021 Q1	$42K	Hold	482	–	–	0.03%	202
2020 Q4	$40K	Buy	+482	New	+$37.5K	0.03%	204

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Wealth Advisors's PM Position: Q1 2026 in Review

Phoenix Wealth Advisors held its Philip Morris (PM) position steady in Q1 2026 at 2,679 shares worth $443K. The position accounts for 0.18% of the portfolio, ranked #92.

Phoenix Wealth Advisors first reported a position in PM in Q4 2020 and has held it in 10 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Phoenix Wealth Advisors held 2,679 shares of Philip Morris worth $443K as of Q1 2026.
Phoenix Wealth Advisors left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.18% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #92 holding.
Phoenix Wealth Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 10 quarters since.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.